Finance 8.4 Purchasing
All documents are posted as Microsoft Word unless otherwise indicated.
Fit Gap Documentation
Week One
Week Two
Week Three
Business Process Guides
- Accounting Date and Budget Check Maintenance
- Business Ownership by Ethnicity Report
- Business Ownership by Gender Report
- Business Ownership by Race Report
- Contract Award Report
- CSU Buyer Assignment Workbench
- Deleting and Canceling Req / PO Lines and Distribution Lines
- Disabled Veteran Business Enterprise Report
- Liquidating Encumbrances through Finalization
- Liquidating Pre-Encumbrances through Finalization
- Public Works Contact Award Report
- Reconciling Requisitions and Purchase Orders
- Recycled Products Report
- Request for Quotes (RFQs)
- Return to Vendor (RTVs)
- Sales and Use Tax
- Small Business / Microbusiness Report
- Use of Category Code Field
Design Specifications
Type Key
FS: Functional Specification
TS: Technical Specification
2005
2004
2003
- PO03001-Business Ownership by Ethnicity Report FS | TS
- PO03002-Business Ownership by Race Report FS | TS
- PO03003-Business Ownership by Gender Report FS | TS
1999
- PO99003-NIGP Code Category Setup
FS - PO99005A-Requisition RFQ Required
FS | TS - PO99006-Buyer Assignment Workbench FS | TS
- PO99007-Standard Reports-DVBE
FS | TS
- Update: HD76744 Standard Reports Update
- PO99008-Standard Reports: Small Business FS | TS
- PO99009-Standard Reports: Recycled Products FS | TS
- PO99010-Standard Reports: Contract Award Report FS | TS
- PO99011-Purchase Order Form
FS | TS - PO99012-Standard Reports: Public Works Contract Award FS | TS
- PO99013-RFQ Bid Form FS | TS
- PO99015-RFQ Workbench & nVision Reports FS | TS
Related Web Pages
Obtain documentation that applies across all modules, i.e. conversion and configuration guides, test scripts, and more.
Campus Project Management Tools
Obtain master timelines, schedules, scope, status, project plans and modifications for all active applications and projects.
Finance 9.0
Obtain Finance 9.0 documentation and/or obtain information directly related to the Finance 9.0 upgrade, as provided by CMS Central Upgrade Services.